Charles Schwab & Co., Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

5393

SEC number

801-29938

Firm type

RIA

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Address

425 Market Street, San Francisco, CA, 94105

Advisors at this firm

17,048 in our index · page 181 of 341

• Kenneth Wayne LongCRD 6473585 · Greenville, SC
  IA RegisteredBroker
• Scott Charles LongCRD 7726283 · Chicago, IL
  IA RegisteredBroker
• Wanqi LongCRD 7534871 · Fremont, CA
  Broker
• Tao Longacre-ChenCRD 8053202 · Phoenix, AZ
  Broker
• Thomas J LongeCRD 2962344 · Phoenix, AZ
  Broker
• Justin Adam LongfellowCRD 5164595 · Phoenix, AZ
  IA RegisteredBroker
• Channing Elizabeth LongmanCRD 6064622 · Indianapolis, IN
  IA RegisteredBroker
• Lisa Deanne LongoCRD 4077229 · Sarasota, FL
  IA RegisteredBroker
• Benjamin James LoosCRD 6516099 · Omaha, NE
  Broker
• Gregory LootsCRD 7040080 · Westlake, TX
  Broker
• Zachary Robert LopesCRD 7672522 · San Mateo, CA
  IA RegisteredBroker
• Emily Mertle LopezCRD 7265869 · Westlake, TX
  IA RegisteredBroker
• Isabella LopezCRD 7725124 · Austin, TX
  Broker
  Disclosure event(s) on record
• Jesse Tyler LopezCRD 8058081 · Orlando, FL
  Broker
• Jose Luis LopezCRD 7867853 · Orlando, FL
  Broker
• Julian E LopezCRD 2887640 · Phoenix, AZ
  Broker
• Mark Anthony LopezCRD 2934379 · Westlake, TX
  IA RegisteredBroker
• Melissa LopezCRD 7541576 · El Paso, TX
  Broker
• Michael Alexander LopezCRD 7572448 · Westlake, TX
  Broker
• Richard Eric LopezCRD 8010418 · San Francisco, CA
  IA RegisteredBroker
• Roberto LopezCRD 8228627 · Orlando, FL
  Broker
• Ryan LopezCRD 7631487 · Westlake, TX
  Broker
• Sebastian Alfonso LopezCRD 6857154 · Honolulu, HI
  IA RegisteredBroker
• Stephanie LopezCRD 6635336 · Lone Tree, CO
  IA RegisteredBroker
• William Dunne LopezCRD 7345078 · Westlake, TX
  Broker
• Daniela Edith Lopez HernandezCRD 7908061 · Westlake, TX
  IA RegisteredBroker
• Cristofer Lopez VargasCRD 7340238 · Corte Madera, CA
  IA RegisteredBroker
• Christopher David LordCRD 4207521 · Phoenix, AZ
  IA RegisteredBroker
• Robert Anthony LoreCRD 5499762 · Bridgewater, NJ
  IA RegisteredBroker
• Kayla Lynn LorenCRD 7373884 · San Diego, CA
  IA RegisteredBroker
• Alex Giovanni LorenzinCRD 7412286 · Lone Tree, CO
  IA RegisteredBroker
• Anallie C LosandeCRD 2967248 · Lone Tree, CO
  Broker
• Bradley D LossonCRD 2073843 · Westlake, TX
  Broker
• Jamie Jeanne LottaCRD 6242698 · Bellevue, WA
  IA RegisteredBroker
• Colleen Maura LottoCRD 4981600 · Wayne, PA
  IA RegisteredBroker
• John Douglas LotzCRD 7073704 · Westlake, TX
  IA RegisteredBroker
• Wade A LotzCRD 4212024 · Phoenix, AZ
  Broker
• Dean LouckaCRD 6698668 · Jersey City, NJ
  IA RegisteredBroker
• Andrea Caroline LoucksCRD 6159752 · Indianapolis, IN
  IA RegisteredBroker
• Michael A LoudermilkCRD 3262442 · Lone Tree, CO
  IA RegisteredBroker
• Owen Murray LoughlinCRD 8159840 · Lone Tree, CO
  Broker
• Edward Ryan LoughryCRD 3266985 · Lone Tree, CO
  IA RegisteredBroker
• Drake Galen Matsusaki LouieCRD 7867648 · Denver, CO
  Broker
• Viviana LousadoCRD 5512278 · Bridgewater, NJ
  IA RegisteredBroker
• Brody Rhett LousbergCRD 7908432 · Lone Tree, CO
  Broker
• Alexander Joseph LovaglioCRD 8164524 · St. Augustine, FL
  IA RegisteredBroker
• Jessica E LoveCRD 6834562 · Phoenix, AZ
  IA RegisteredBroker
• John C LoveCRD 2978405 · Lone Tree, CO
  Broker
• John Douglas LoveCRD 7409285 · Vancouver, WA
  IA RegisteredBroker
• Joshua Eugene LoveCRD 6458588 · Phoenix, AZ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 29, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.